Echo Finance — Booking Assistant

Call sheet

fills the script live

Lead first name

Ad platform

Your name (setter)

Qualification

tap answers to fill

Nothing captured yet — work through the questions.

For the quote

what Michael needs

Year of birth

Smoker?

Booking

Adviser name

Date options (same-day to 48h)

Time options

Confirmed slot

You arrange appointments — you don't give advice. If they ask what to do, how much cover, or which product, that's for the adviser. Keep it warm, keep it simple, book the call.